We are live on ! Find out more
ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 53.57%
This Fund
S&P 500
This Quarter Est. Return
+8.44%
1 Year Est. Return
+53.57%
3 Year Est. Return
+211.43%
5 Year Est. Return
+278.8%
10 Year Est. Return
+1,085.34%
AUM
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAS icon
201
Masco
MAS
$15.2B
$1.49M 0.01%
20,500
– –
ELV icon
202
Elevance Health
ELV
$82B
$1.48M 0.01%
4,000
– –
ADM icon
203
Archer Daniels Midland
ADM
$38.5B
$1.47M 0.01%
29,000
– –
EXPD icon
204
Expeditors International
EXPD
$23.7B
$1.46M 0.01%
+13,200
New +$1.58M
ITT icon
205
ITT
ITT
$18.3B
$1.46M 0.01%
10,200
– –
CHRW icon
206
C.H. Robinson
CHRW
$18.1B
$1.36M 0.01%
+13,200
New +$1.42M
SYY icon
207
Sysco
SYY
$39.6B
$1.35M 0.01%
17,700
– –
AVY icon
208
Avery Dennison
AVY
$13.3B
$1.35M 0.01%
7,200
– –
ALLE icon
209
Allegion
ALLE
$14.1B
$1.33M 0.01%
10,200
– –
IPG
210
DELISTED
Interpublic Group of Companies
IPG
$1.29M 0.01%
45,900
– –
HESM icon
211
Hess Midstream
HESM
$5.17B
$1.26M 0.01%
+33,900
New +$1.22M
IBP icon
212
Installed Building Products
IBP
$6.41B
$1.24M 0.01%
7,100
– –
ACT icon
213
Enact Holdings
ACT
$6.69B
$1.24M 0.01%
38,400
– –
EMN icon
214
Eastman Chemical
EMN
$8.45B
$1.2M 0.01%
+13,100
New +$1.34M
CVS icon
215
CVS Health
CVS
$133B
$1.19M 0.01%
26,500
– –
RGLD icon
216
Royal Gold
RGLD
$17.5B
$1.19M 0.01%
+9,000
New +$1.3M
TROW icon
217
T. Rowe Price
TROW
$24.7B
$1.15M 0.01%
10,200
– –
TTEK icon
218
Tetra Tech
TTEK
$8.97B
$1.15M 0.01%
+28,900
New +$1.3M
BEN icon
219
Franklin Resources
BEN
$18.2B
$1.11M 0.01%
54,700
– –
FBIN icon
220
Fortune Brands Innovations
FBIN
$6.29B
$1.11M 0.01%
16,200
– –
DCI icon
221
Donaldson
DCI
$11.4B
$1.1M 0.01%
+16,400
New +$1.21M
AOS icon
222
A.O. Smith
AOS
$8.61B
$1.09M 0.01%
16,000
– –
OMC icon
223
Omnicom Group
OMC
$22.4B
$1.08M 0.01%
12,500
– –
HPQ icon
224
HP
HPQ
$26.4B
$1.07M 0.01%
32,900
– –
GNTX icon
225
Gentex
GNTX
$5.14B
$1.04M 0.01%
36,200
– –
7 8
9
10 11

Similar funds

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.